Fabien _the efficient capital allocator

fabienwks | Joined since 2010-12-10

Investing Experience Advanced
Risk Profile Moderate

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User Comments
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13 hours ago | Report Abuse

Wait for management to sell their non-core assets of Guocera tiles business and more bumper dividends for us.

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13 hours ago | Report Abuse

Special dividend 50 sen 😋

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1 day ago | Report Abuse

The Group is focusing its attention and resources in preparing for this opportunity and is committed to complete all necessary deliverables to ensure its readiness to participate in the exercise. Participation in the upcoming LSS bidding aligns with Uzma Group's strategic objectives and government's Energy Transition towards 2050 Net-zero target.

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1 day ago | Report Abuse

SKP main client is Dyson which accounts 75-80% of revenue. Individiually, the rest are immaterial.

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1 day ago | Report Abuse

Best quarterly profit in last 5 years.

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1 day ago | Report Abuse

Luckily managed to bought first batch at 1.98, averaged again at 1.82 and last batch at 1.76. Take balls to keep buying the dip.

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1 day ago | Report Abuse

TP1.30-1.50

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2 days ago | Report Abuse

Are their MC correlates? why need to benchmark against them? JTiasa is being valued at 7x trailing PE. forward PE is about 5

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2 days ago | Report Abuse

@xiaoeh engine baru start, buying momentum is strong. we are entering seasonally weaker production, CPO price 3.9k-4k is conducive enough for planters to make handsome profit

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2 days ago | Report Abuse

🚀🚀🚀🚀🚀🚀

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5 days ago | Report Abuse

Don't forget they have huge forest plantation of 30,978 ha. Based on RM4K/ha, its equity value worth RM124million.

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5 days ago | Report Abuse

Cheapest plantation play remains JTIASA, by a far margin. 5-6x PE. Q4 FFB production increased 30% y-o-y.

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6 days ago | Report Abuse

Risk management on stock price? What is Berkshire class A shares trading now??
Go and find out why Warren Buffett never allows a share split on its stock.

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6 days ago | Report Abuse

Best in class plantation company, very well managed and profitable. trading at less than 12x PE. and some people shout overvalued. what are you doing here, anyway?

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6 days ago | Report Abuse

3 billion market cap company. of which 1.6 billion net cash. generates 280-300 million annual profit. very profitable company at cheap valuation. HOLD.

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6 days ago | Report Abuse

The secret to make money is to buy right and hold tight.

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6 days ago | Report Abuse

Congratulations to all shareholders. Been a long time holder of UP. Just do nothing and wait for harvest.

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1 week ago | Report Abuse

The Body Shop collapses into administration with thousands of jobs at risk

https://finance.yahoo.com/news/body-shop-collapses-administration-132934275.html

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1 week ago | Report Abuse

Never understand why someone want to rationalise their decision to sell in public forum. if want to sell, then sell. no one interested to know, keep your thought process to yourself. happy with 4% p.a. then sell.

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2 weeks ago | Report Abuse

Singapore Changi Airport’s passenger volumes are expected to reach pre-pandemic levels in 2024, the country’s transport ministry said in a written response to parliamentary questions.

Monthly passenger traffic recovered to around 90% of pre-Covid levels in December. For the full year of 2023, the airport handled 58.9 million passenger movements, or 86% of traffic recorded in 2019, the ministry said.

Singapore tourism on recovery path, bodes well for GENS

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2 weeks ago | Report Abuse

PE 100x crazy. wont touch this stock with a ten feet pole. Greatec is better buy

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3 weeks ago | Report Abuse

Uzma Bhd's subsidiary Malaysian Energy Chemical & Services Sdn Bhd has accepted a contract from Hibiscus Oil and Gas Malaysia Ltd for the supply of chemicals and related services for PM3.

In a filing with Bursa Malaysia, Uzma said the contract will be for a period of five years, effective Nov 16, 2023, to Nov 15, 2028.

Its value will be based on work orders issued by Hibiscus Oil& Gas during the contract period.

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3 weeks ago | Report Abuse

Yinson Renewables acquires 97MWp Matarani solar project in Peru

Yinson Holdings Bhd’s renewables business unit, Yinson Renewables has completed the acquisition of the 97 MWp Matarani Solar Project in Peru from Grenergy Renewables.

The project is located in the Mollendo desert in the Arequipa region, one of the world’s highest solar irradiation areas, Yinson Renewables said in a statement.

Most of the project’s energy has been contracted through a power purchase agreement (PPA) with a bankable off-taker for the next 15 years,

Yinson Renewables said Project Matarani is currently under construction and is expected to enter commercial operation by third quarter of 2024.

In addition to the SPV acquisition for about US$25mil, Grenergy is providing a full turnkey engineering, procurement, and construction contract for the construction of the project and is entitled to further earnouts (collectively valued at about US$65mil).

Grenergy will also provide the operation and maintenance service for the plant for the first two years.

Once in operation, Project Matarani will inject about 260 GWh of renewable energy into the Peruvian grid annually, enough to satisfy the energy needs of about 62,000 Peruvian households and prevent the emission of more than 56,000 tonnes of CO2 per year.

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3 weeks ago | Report Abuse

Dialog "shareholder value destruction"?

Over the last 3 years, dialog share price has seen continued sell down relentlessly. even to the extent, of getting itself being kicked out from FBMKLCI. if one take a cursory look, you will be left wondering what happen? is there any significant deterioration in its fundamentals? lets try to find the answer in the numbers

FY2018 - 2023
Revenue
3,111
2,386
2,303
1,610
2,319
3,002

Net Profit
528
552
648
543
506
521

NP margin
17.0%
23.1%
28.1%
33.7%
21.8%
17.4%

ROE
15.40%
14.70%
15.90%
12.50%
10.50%
9.60%

With valid reasons, the selldown is not entirely unreasonable as the company's profit margin and ROE has seen erosion over the last 3 years.

Dialog used to enjoy premium valuation, driven by its high growth prospect and strong ROE of 14-15%. the question now is, can Dialog improve its ROE in the near future?

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3 weeks ago | Report Abuse

ROE 11%
Book value 1.51
Assuming P/BV 1x, TP at least 1.51

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3 weeks ago | Report Abuse

Dato Mohamad Nasir bought 10k stocks at 19.70

He is Director of RHB, MRCB, Yinson, UTDPLT and Plus Malaysia. Impressive.

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3 weeks ago | Report Abuse

wow UZMA is damn strongggg

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1 month ago | Report Abuse

MR LOH HANG PAI @ LOW HENG FONG (a company director) acquired 135,800 shares on 19-Jan-2024.

19 Jan share price ranges 19.26 to 19.60

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1 month ago | Report Abuse

welcome @hng33

you are here means we can further ride the upside. what's your trading plan?

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1 month ago | Report Abuse

The past is past. New management is much improved. Their average age of palm tree is 14 years. Bullish CPO bodes well for them.

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1 month ago | Report Abuse

CPO above 3.9k. bullish

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1 month ago | Report Abuse

Stay chill and eat dark chocolate. Dark chocolate is rich in minerals, such as iron, magnesium, and zinc. it can have various health benefits, including reducing inflammation and decreasing the risk of heart disease.

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1 month ago | Report Abuse

Despite market weakness this week, GENP is holding up well.

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1 month ago | Report Abuse

Even broke RM20, its still about 12x PE for the most profitable and best in class Plantation company.

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1 month ago | Report Abuse

Their sizeable landbank is valued at more than RM5billion.

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1 month ago | Report Abuse

Deep assets value stocks are in play. KSENG, INSAS. Don't miss out on OSK and ORIENT

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1 month ago | Report Abuse

2018: EPS 20.5 sen (SPr: 9.06 to 10.72)
2019: EPS 16.6 sen (SPr: 9.36 to 10.80)
2020: EPS 28.4 sen (SPr: 8.50 to 10.80)
2021: EPS 48.2 sen (SPr: 6.46 to 9.93)
2022: EPS 52.5 sen (SPr: 5.55 to 9.58)

Pre-covid, GENP trades at RM9 to RM10+
Last 2 years, GENP record profit, however valuation multiple was much lower due to high interest rate environment. As rates are anticipated to moderate lower, expect PE multiple re-rating.

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1 month ago | Report Abuse

I predict JTIASA can achieve at least 6 sen EPS in coming quarter and declare 2 sen DPS.

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1 month ago | Report Abuse


Thanks Phillip Capital!

Phillip Capital has initiated coverage on integrated energy and technology company Uzma Bhd with a “buy” rating and 12-month target price at RM1.30 pegged to 10x PE (price-to-earnings) multiple on 2025E earnings per share

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1 month ago | Report Abuse

Hong Leong Investment Bank Research (HLIB) has maintained its "buy" rating on OSK Holdings Bhd, with a higher target price of RM2.04 (from RM1.77) based on a 30% discount to a revised sum of part-derived valuation of RM2.91.

Cheers!!!

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1 month ago | Report Abuse

the crown of the jewel is in GENP. they are sitting on a huge tracts of undeveloped lands....17k hectares of freehold land waiting to be monetized. huge monetary value of landbanks and low share capital base.

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1 month ago | Report Abuse

@enigmatic [bamboo investing style] not entirely true, if you have patient capital. getting pay decent yields while waiting, eventually (due to some fortunate circumstances) value may be unlock/

Recent examples, Keck Seng and OSK

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1 month ago | Report Abuse

Their combined stakes in Genting SG (52.7%), Genting MY (49.5%) and Genting Plantation(55.4%) already worth more than RM10 per share. Assuming other assets assigned zero value. Adjusted for debt, their SOP is still around RM7.

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1 month ago | Report Abuse

@SinGor i share your sentiment too. this undervalued conglomerate has been shunned and unloved for far too long. its time to shine. HL initiated coverage last year. The Edge had included OSK as their top 2024 pick.

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1 month ago | Report Abuse

The Silver Valley Technology Park (SVTP) development in Kanthan is expected to bring in RM14bil foreign direct investment (FDI), says Datuk Seri Saarani Mohamad.

The Perak Mentri Besar said this RM1.03bil project would also create 13,000 new job opportunities for the people of Perak.

Saarani said he was optimistic that the development of SVTP would provide an alternative for Perak-born graduates to return back here to contribute to the state through the job opportunities provided.

“SVTP, which is located in a strategic location between the Kanthan Industrial Park and Meru Raya Town, already has a supporting ecosystem including existing basic facilities which provides an added value in attracting investors.

“To ensure that the SVTP is capable of being a catalyst for the state's industrial development and becoming the country's new industrial hub, aspects of quality and safety will not be compromised,” he said.

Saarani told reporters this on Monday (Jan 8) after witnessing the Joint Venture Agreement ceremony between Perak State Development Corporation, its subsidiary Perak Corp and Advancecon Holdings Berhad on the establishment of the park.

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1 month ago | Report Abuse

GENS $1 - MC $12billion. GENT owns 52.6% stake.